Booking Holdings Q4 Earnings Preview: Strong Estimates Ahead

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: 13 hours ago

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BKNG-0.01%

Should l Buy BKNG?

Source: seekingalpha

Earnings Announcement Date: Booking Holdings is set to release its Q4 earnings on February 18 after market close, with a consensus EPS estimate of $48.67, reflecting a 17.1% year-over-year increase, which may bolster investor confidence in the company's profitability.
Revenue Growth Expectations: The anticipated Q4 revenue of $6.13 billion, representing an 11.5% year-over-year growth, indicates strong performance amid recovering travel demand, potentially laying a solid foundation for future growth.
Historical Performance: Over the past two years, BKNG has consistently beaten EPS and revenue estimates 100% of the time, showcasing its accuracy in market analysis and forecasts, which enhances investor confidence in its future performance.
Estimate Revision Trends: In the last three months, EPS estimates have seen 10 upward revisions and 2 downward adjustments, while revenue estimates experienced 10 upward revisions and 1 downward, indicating analysts' optimistic outlook on the company's future performance, likely attracting more investor interest.

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Analyst Views on BKNG

Wall Street analysts forecast BKNG stock price to rise

25 Analyst Rating

18 Buy

7 Hold

0 Sell

Moderate Buy

Current: 4140.600

Low

5407

Averages

6153

High

6850

Current: 4140.600

Low

5407

Averages

6153

High

6850

Gordon Haskett

Robert Mollins

Hold

Buy

upgrade

$5,440

2026-02-10

Reason

Gordon Haskett

Robert Mollins

Price Target

$5,440

AI Analysis

2026-02-10

upgrade

Hold

Buy

Reason

Gordon Haskett analyst Robert Mollins upgraded Booking Holdings to Buy from Hold with a $5,440 price target. The firm believes investors have overreacted to AI-driven competitive encroachment concerns and discounted key aspects of Booking's operational advantages and defensive positioning, says the analyst, who now calls the stock "our highest conviction idea."

Wedbush

Outperform

NULL

downgrade

2026-02-06

Reason

Wedbush

Price Target

2026-02-06

downgrade

Outperform

NULL

Reason

Wedbush lowered the firm's price target on Booking Holdings to $5,500 from $6,000 and keeps an Outperform rating on the shares. The firm notes Booking reported strong Q3 results and offered healthy Q4 guidance versus initial expectations. The company remains the best-positioned OTA, in Wedbush's view, given the company's global scale and diversification, strong liquidity and free cash flow conversion, and track record of successful execution across key strategic initiatives.

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About BKNG

Booking Holdings Inc. is a provider of travel and restaurant online reservation and related services. The Company offers its services through five primary consumer-facing brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. Through its brands, consumers can book an array of accommodations (including hotels, motels, resorts, homes, apartments, bed and breakfasts, hostels, and other alternative and traditional accommodation properties) and a flight to their destinations; make a car rental reservation or arrange for an airport taxi; make a dinner reservation; or book a vacation package, tour, activity, or cruise. Consumers can also use its meta-search services to easily compare travel reservation information, such as flight, hotel, and rental car reservations from hundreds of online travel platforms at once. Booking.com offers accommodation reservation services for approximately 4.0 million properties in over 220 countries and territories and in over 40 languages.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Booking Holdings to Release Q4 and Full Year 2025 Financial Results

20 hours agoNewsfilter

Earnings Release Schedule: Booking Holdings will release its Q4 and full year 2025 financial results on February 18 at 4:00 p.m. ET, emphasizing the company's commitment to transparency in financial reporting.
Conference Call Announcement: The company will hold a conference call on the same day at 4:30 p.m. ET to discuss the financial results, indicating a desire to enhance investor engagement through direct communication.
Webcast Availability: The earnings release and conference call will be webcast on the company’s website, with audio replays available for seven days post-event, ensuring investors have access to critical information at their convenience.
Global Business Overview: As the world's leading online travel service provider, Booking Holdings operates in over 220 countries and territories, showcasing its extensive market influence and operational reach across the globe.

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